ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,650 Value ($000) $1,815 Avg Close — Range —
Q3 2025
Shares 2,623 Value ($000) $1,756 Avg Close — Range —
Q2 2025
Shares 2,610 Value ($000) $1,621 Avg Close — Range —
Q1 2025
Shares 3,529 Value ($000) $1,983 Avg Close — Range —
Q4 2024
Shares 3,572 Value ($000) $2,103 Avg Close — Range —
Q3 2024
Shares 4,032 Value ($000) $2,326 Avg Close — Range —
Q2 2024
Shares 4,082 Value ($000) $2,234 Avg Close — Range —
Q1 2024
Shares 3,692 Value ($000) $1,941 Avg Close — Range —
Q4 2023
Shares 3,674 Value ($000) $1,755 Avg Close — Range —
Q3 2023
Shares 3,671 Value ($000) $1,576 Avg Close — Range —
Q2 2023
Shares 3,671 Value ($000) $1,636 Avg Close — Range —
Q1 2023
Shares 3,667 Value ($000) $1,507 Avg Close — Range —
Q4 2022
Shares 3,729 Value ($000) $1,433 Avg Close — Range —
Q3 2022
Shares 3,829 Value ($000) $1,373 Avg Close — Range —
Q2 2022
Shares 3,829 Value ($000) $1,452 Avg Close — Range —
Q1 2022
Shares 3,829 Value ($000) $1,737 Avg Close — Range —
Q4 2021
Shares 3,850 Value ($000) $1,836 Avg Close — Range —
Q3 2021
Shares 4,000 Value ($000) $1,723 Avg Close — Range —
Q2 2021
Shares 3,932 Value ($000) $1,690 Avg Close — Range —
Q1 2021
Shares 9,925 Value ($000) $3,948 Avg Close — Range —
Q4 2020
Shares 17,295 Value ($000) $6,492 Avg Close — Range —
Q3 2020
Shares 17,038 Value ($000) $5,726 Avg Close — Range —
Q2 2020
Shares 19,077 Value ($000) $5,908 Avg Close — Range —
Q1 2020
Shares 16,192 Value ($000) $4,184 Avg Close — Range —
Q4 2019
Shares 19,234 Value ($000) $6,217 Avg Close — Range —
Q3 2019
Shares 19,455 Value ($000) $5,808 Avg Close — Range —
Q2 2019
Shares 20,486 Value ($000) $6,038 Avg Close — Range —
Q1 2019
Shares 5,584 Value ($000) $1,589 Avg Close — Range —
Q3 2018
Shares 14,242 Value ($000) $4,173 Avg Close — Range —
Q2 2018
Shares 22,737 Value ($000) $6,205 Avg Close — Range —
Q1 2018
Shares 22,657 Value ($000) $6,138 Avg Close — Range —
Q4 2017
Shares 4,609 Value ($000) $1,239 Avg Close — Range —
Q2 2017
Shares 9,833 Value ($000) $2,390 Avg Close — Range —